Fwd: 01/09/25 - Action Required - $308k Open Balance - New Client Audit Results

From
Melissa Reyes <melissa.reyes@thekey.com>
To
Araceli Gutierrez <araceli.gutierrez@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, BethAnn Rosario <bethann.rosario@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, Jessica Thomas <jessica.thomas@thekey.com>, Audra Williams <audraw@thekey.com>, Tiffany Silton <tsilton@thekey.com>
Date
Thu, 9 Jan 2025 17:07:23 -0800
Folder
INBOX
--00000000000076ad38062b4fb8d1 Content-Type: multipart/related; boundary="00000000000076ad38062b4fb8d0" --00000000000076ad38062b4fb8d0 Content-Type: multipart/alternative; boundary="00000000000076ad37062b4fb8cf" --00000000000076ad37062b4fb8cf Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable All - we seem to have really fallen behind here. Tomorrow is the deadline for commission credit. Please ensure. your teams get this cleaned up before end of day tomorrow. Melissa ---------- Forwarded message --------- From: Date: Thu, Jan 9, 2025 at 2:00=E2=80=AFPM Subject: 01/09/25 - Action Required - $308k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Yukari Roberts , Beth Ann Rosario , Claudia Hernandez , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , = , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Lito Delapena , , , , , , , , , , , , , , , Hello Everyone, Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $308k open balance for these client=E2=80=99s missing documentation listed by division= . Please review and address the document attached in the link below, including any clients with a start month in Oct-Nov 2024 who account for over $25k of these open balances. *The deadline for December commissions is Friday January 10th*, please reach out to Alejandro Aponte, and Jeannie Or